Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Why do you like Jet2Airways stock, Theron de Ris?

52:51
 
Share
 

Manage episode 419060977 series 2933565
Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Theron de Ris

It was our pleasure to welcome Theron de Ris of Sorengo Partners (https://www.sorengopartners.com/) as a first-time guest on Good Investing Talks!

We have discussed the following:
00:00 Preview for the episode
00:40 Introducing Theron de Ris
03:03 The early impressions
04:50 Understanding Eschler
07:12 What Sorengo Partners stands for
09:40 The investing philosophy of Sorengo Partners
16:42 Typical investment cases
21:52 Check out GI Plus
22:30 Special situations
25:15 The research process
27:30 Changes over the past 5 years
29:00 Theron de Ris on identifying the steps in the cycle
31:30 Larger holdings in the fund
32:40 Jet2Airways
39:45 Patience
41:00 Learnings from helping fund managers
42:30 Things that can go wrong
44:00 Why did you start a fund, Theron de Ris?
47:00 Theron’s competitive advantage as a fund manager
48:00 Portfolio construction
51:50 Closing thoughts
52:10 Thank you
52:22 Disclaimer

Join Good Investing Plus
➕ Apply here to Plus: https://good-investing.net/plus/

Our newsletter
📧 Subscribe to our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/

Helpful tools for investors
📈 Stratosphere – beautiful stock analysis tool* – https://stratosphere.io/?lmref=bJ0jjw
📶 TIKR – great data tool *: https://tikr.com/goodinvesting/
💱 Wise – our recommended savings account *: https://good-investing.net/wise/

Transparency
Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats.
📃 Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

Why do you like Jet2Airways stock, Theron de Ris? appeared first on Good Investing - Understanding businesses & Connecting investors.

  continue reading

98 episodes

Artwork
iconShare
 
Manage episode 419060977 series 2933565
Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Theron de Ris

It was our pleasure to welcome Theron de Ris of Sorengo Partners (https://www.sorengopartners.com/) as a first-time guest on Good Investing Talks!

We have discussed the following:
00:00 Preview for the episode
00:40 Introducing Theron de Ris
03:03 The early impressions
04:50 Understanding Eschler
07:12 What Sorengo Partners stands for
09:40 The investing philosophy of Sorengo Partners
16:42 Typical investment cases
21:52 Check out GI Plus
22:30 Special situations
25:15 The research process
27:30 Changes over the past 5 years
29:00 Theron de Ris on identifying the steps in the cycle
31:30 Larger holdings in the fund
32:40 Jet2Airways
39:45 Patience
41:00 Learnings from helping fund managers
42:30 Things that can go wrong
44:00 Why did you start a fund, Theron de Ris?
47:00 Theron’s competitive advantage as a fund manager
48:00 Portfolio construction
51:50 Closing thoughts
52:10 Thank you
52:22 Disclaimer

Join Good Investing Plus
➕ Apply here to Plus: https://good-investing.net/plus/

Our newsletter
📧 Subscribe to our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/

Helpful tools for investors
📈 Stratosphere – beautiful stock analysis tool* – https://stratosphere.io/?lmref=bJ0jjw
📶 TIKR – great data tool *: https://tikr.com/goodinvesting/
💱 Wise – our recommended savings account *: https://good-investing.net/wise/

Transparency
Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats.
📃 Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

Why do you like Jet2Airways stock, Theron de Ris? appeared first on Good Investing - Understanding businesses & Connecting investors.

  continue reading

98 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play